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Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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99 results found

  1. Integration of Distributor Re seller relation.

    1. Provision to input Distributor price and re seller price of a product
    2. Provision to issue Purchase order to Distributor against a Purchase order from the customer
    3. Difference of Tax paid to distributor and Tax collected from Customer
    4. Calculate the profit on each invoice
    5. Provision to input invoice details from the distributor
    4 votes
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  2. Banking Tab - Balance of bank accounts

    Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.

    What do you think?

    Kindest regards

    13 votes
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    1 comment  ·  General  ·  Admin →
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    Hi there,

    Hope you are doing great !

    In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.

    However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.

    If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.

    Regards,
    Reshma

  3. Notes Section

    Would it be possible to have a notes section that only the business where the Estimate/Invoice is coming from can see?

    We would like to have a section to add multiple notes for our estimates/invoices.

    4 votes
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  4. Add RTL languages (Hebrew,Arabic) and CSS customization and translation tools

    Add possibility to translate all strings and in such way get additional languages by community. Also add a tool to customize CSS to adjust to RTL languages while translating.
    Add direction (rtl-ltr) button to all editors

    10 votes
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  5. Time Log

    Is there a way to email or to print the time log

    1 vote
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  6. Track commissions

    I would like to know how I can track commissions for my sales reps.

    For example:

    A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.

    Example B
    A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…

    41 votes
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    7 comments  ·  General  ·  Admin →
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  7. Allow Boolean (AND/OR) searches, or searches within a subset

    Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.

    I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.

    It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.

    1 vote
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  8. Deferred revenue

    Need for deferred revenue out of Zoho.

    4 votes
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  9. Work Orders

    The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.

    2 votes
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  10. Workflow limit

    In Automation, currently the workflow limit for each module is 10. This can be increased.

    5 votes
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  11. Show only phisical items on Packing Slips and Delivery note

    It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
    Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.

    1 vote
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  12. ability to add documents to print off with order or edit title of documents to print off

    To provide our services to customers we need to produce several documents for customer (invoice), production instructions (packing note could be used), fitting (delivery note) and a book keeper note (which could be a copy of the invoice) however, It would be helpful to either add these documents with appropriate titles or be able to edit the title of existing documents. Ultimately all four documents to be automatically produced as a pack rather then printed separately (optional).

    1 vote
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  13. Total Hours to appear in Timesheet view

    Total Hours to appear in Timesheet view. Total is shown of the current view (ie. Changes when "View By" is changed). Would like this to appear on the Iphone and Android apps as well so that users can easily see how much time has been entered for a given day, if multiple jobs have been entered

    31 votes
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    9 comments  ·  General  ·  Admin →
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  14. 1 vote
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  15. Web form to capture customer information

    Web form to capture customer information

    1 vote
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  16. 1 vote
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  17. Add tags to contacts

    In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.

    4 votes
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  18. 13 votes
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  19. Conditional Logic

    Making fields appear on invoice based on conditional logic

    18 votes
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